（编辑 丛可心） 证券日报网讯 12月22日晚间，中坚科技发布公告称，控股股东中坚机电于2025年12月19日解除质押420 万股，占其所持股份7.20%，同日再质押300万股，占其所持股份5.15%，质权人均为中国建设银行股份 有限公司永康支行。 ...

Group 1 - The core point of the article highlights that Zhongjian Technology (SZ 002779) has pledged 32.596 million shares, accounting for 55.91% of its total holdings as of the announcement date [1] - As of the announcement, Zhongjian Technology's market capitalization is 20.6 billion yuan [2] - For the first half of 2025, the revenue composition of Zhongjian Technology is reported to be 95.52% from the landscaping machinery series and 4.48% from other industries [1] Group 2 - The article notes a significant increase in sales for new energy heavy trucks, with November sales experiencing a year-on-year growth of 178% [2] - The demand for new energy heavy trucks is described as unprecedented, with customers directly urging factories for orders due to supply shortages [2]

中坚科技公告称，近日控股股东中坚机电集团420万股解除质押，占其所持股份比例7.20%，占公司总 股本比例2.27%。同日，中坚机电又质押300万股，占其所持股份比例5.15%，占公司总股本比例 1.62%，质押用途为自身生产经营。截至公告披露日，中坚机电及其一致行动人累计质押3259.60万股， 占其所持股份比例38.34%，占公司总股本比例17.64%。未来半年内到期质押股份1145.2万股，对应融资 余额9850万元；未来一年内到期300万股，对应融资余额6650万元。 ...

证券代码：002779 证券简称：中坚科技 公告编号：2025-052 浙江中坚科技股份有限公司 关于控股股东部分股份解除质押及质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 浙江中坚科技股份有限公司(以下简称"公司"或"本公司")近日接到公司 控股股东中坚机电集团有限公司(以下简称"中坚机电")通知，获悉其在中国证 券登记结算有限责任公司深圳分公司办理解除质押及质押登记手续。具体事项如 下： | 股东名称 | 是否为控 股股东或 第一大股 东及其一 | | 本次解除质 押股份数量 | 占其所 持股份 | 占公司 总股本 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 致行动人 | | （万股） | 比例 | 比例 | | | | | 中坚机电 | | 是 | 420 | 7.20% | 2.27% | 2023/4/27 | 2025/12/19 | 中国建设银行 股份有限公司 永康支行 | | 合计 | | - | 420 | 7. ...

中坚科技今日跌停，全天换手率2.79%，成交额6.01亿元，振幅9.97%。龙虎榜数据显示，机构净卖出 951.81万元，深股通净卖出5053.03万元，营业部席位合计净买入480.90万元。 中坚科技12月15日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 3178.71 | 8231.73 | | 买二 | 中信证券股份有限公司上海环球金融中心证券营业部 | 2101.10 | 0.00 | | 买三 | 财通证券股份有限公司永康九铃东路证券营业部 | 1477.09 | 9.23 | | 买四 | 申万宏源证券有限公司张家港人民东路证券营业部 | 1410.20 | 0.00 | | 买五 | 财通证券股份有限公司杭州上塘路证券营业部 | 1312.50 | 0.00 | | 卖一 | 深股通专用 | 3178.71 | 8231.73 | | 卖二 | 中国银河证券股份有限公司深圳龙华证券营业部 | 1.28 | 3009.32 | | 卖三 | 广发证券股份有限公司杭州 ...

证券之星消息，12月15日专用设备板块较上一交易日下跌0.53%，中坚科技领跌。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。专用设备板块个股涨跌见下表： 从资金流向上来看，当日专用设备板块主力资金净流出4.03亿元，游资资金净流入2454.29万元，散户资 金净流入3.79亿元。专用设备板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Core Viewpoint - Zhongjian Technology is transitioning towards smart lawn mowing robots to expand its international market presence, as indicated by its recent IPO filing with the Hong Kong Stock Exchange [1][28]. Group 1: Company Background - Zhongjian Technology, founded in December 1997, initially had a registered capital of 3.8 million RMB, with significant contributions from the Wu Minggen family [29]. - The company underwent multiple rounds of capital increases and share transfers, raising its registered capital to 32.6 million RMB by December 2010 [2]. - As of December 2010, the Wu family controlled 46.01% of Zhongjian Technology, with Wu Minggen and Zhao Aiyu as the actual controllers [3][30]. Group 2: Financial Performance - From 2022 to 2024, Zhongjian Technology's total revenue grew from 512 million RMB to 971 million RMB, with a compound annual growth rate (CAGR) of 37.6% [12]. - The net profit increased from 27.4 million RMB to 61.5 million RMB during the same period, achieving a CAGR of 49.8% [12]. - However, in the first three quarters of 2025, revenue growth slowed to 4.45%, and net profit dropped by 43.6%, indicating a significant decline in profitability [13]. Group 3: Market Position and Product Offering - Zhongjian Technology ranks among the top ten outdoor power equipment manufacturers in China, with a diverse product range including riding mowers, chainsaws, and handheld tools [10]. - The company has established several brands, such as TOPSUN and Zhongjian, and has shifted its business model from pure product sales to a comprehensive operation involving "brand + channel + service" [10]. - As of mid-2025, only 5% of the company's revenue came from mainland China, with the majority sourced from overseas markets, particularly Europe and North America [11]. Group 4: Strategic Initiatives - In 2023, Zhongjian Technology entered the smart robot sector, launching its first smart lawn mowing robot, UNICUT H1, in August 2024 [18]. - The global smart lawn mowing robot market is projected to grow from 1.2 billion USD in 2024 to 9.9 billion USD by 2029, with a CAGR of 51.8% [18]. - The company has significantly increased its R&D investment from 28.35 million RMB in 2022 to 72.68 million RMB in 2024, reflecting a CAGR of 60.1% [19]. Group 5: Financial Health and Cash Flow - Despite increasing net profits from 2022 to 2024, Zhongjian Technology's operating cash flow has been declining, with net cash flow from operating activities dropping from 102.4 million RMB to 5.997 million RMB [24]. - The company's trade receivables and inventory have been rising, consuming cash flow, with trade receivables increasing from 98.17 million RMB in 2022 to 248 million RMB in 2024 [25]. - As of mid-2025, the company had cash and cash equivalents of 151.95 million RMB, with a manageable short-term debt of 14.68 million RMB [26].

Group 1 - The generator concept sector is leading the decline, down by 2.33% [1] - Among the companies, Zhongjian Technology fell by 9.13% [1] - Jintongling decreased by 2.36% [1] - Huafeng Co., Ltd. dropped by 2.21% [1]

Group 1 - The core viewpoint of the news is the collaboration between Zhongjian Technology and Huawei to develop high-end ecological products for in-vehicle intelligent accessories, aiming to fill a gap in the market for embodied intelligent products [1] - The in-vehicle intelligent product market is still in the developmental stage, with opportunities for creating new product ecosystems through car and embodied intelligence [1] - Zhongjian Technology is accelerating its development in the embodied intelligence business, optimizing its product matrix and increasing R&D investment, with a focus on products like the UNICUTH1 intelligent lawn mower and the Lingrui P1 quadruped robot [1] Group 2 - The company has strategically invested in the leading overseas robotics company 1X, which is expected to significantly benefit from this partnership as a domestic supplier [2] - 1X recently launched a new home humanoid robot, NEO, priced at $20,000, with a monthly subscription fee of $499, expected to start deliveries in 2026 [2] - The company is collaborating with major industry players like NVIDIA and Huawei to enhance its robotics capabilities, which may lead to substantial benefits from the accelerating robotics industry trend [2]

Group 1: Commercial Aerospace - SpaceX plans to conduct an IPO in 2026, aiming to raise several billion dollars, marking a new phase of commercialization and capitalization in the commercial aerospace industry [3] - China's recent successful launch of multiple satellites demonstrates its growing capabilities in space exploration, with an increasing frequency of launches expected to drive exponential growth in orders for upstream suppliers [3][4] - Companies like Guanglian Aviation are positioned to benefit significantly from the anticipated increase in commercial rocket launches, with potential revenue growth reaching tens of billions [4] Group 2: AI and Server Technology - The demand for AI computing power is escalating, with power consumption for AI models increasing significantly, leading to a shift from traditional air cooling to liquid cooling solutions [6] - Companies with rare certification for liquid cooling solutions are expected to see a revaluation of their worth due to the high technical barriers and increased average selling prices [6] - The AI server supply chain is evolving, with investments shifting towards companies that possess high technical barriers and rare certifications, which will likely enjoy valuation premiums [6][9] Group 3: Humanoid Robots - Tesla's Optimus has initiated the supplier review process, indicating that humanoid robots are on the verge of mass production, with Chinese companies expected to surpass Tesla in production scale by 2026 [7] - Key components such as lightweight materials and advanced sensors are critical for the development of humanoid robots, with companies like Ningbo Huaxiang collaborating on innovative materials [8][10] - Investment strategies should prioritize core components over complete systems, focusing on companies with high technical barriers and established supply chains [11] Group 4: Semiconductor Industry - The demand for high-bandwidth memory (HBM) is surging due to AI chip requirements, prompting a rapid evolution in HBM technology and a focus on domestic production capabilities [12] - Companies like Huahai Chengke are positioned to capture significant market share in the HBM materials sector, with potential revenues reaching 3 billion yuan [14] - The semiconductor investment landscape is shifting towards companies that can achieve substantial breakthroughs and secure orders in high-demand areas like HBM and advanced packaging [12] Group 5: Energy Sector - The energy market is experiencing a transition, with gas turbines expected to maintain strong demand through 2035, benefiting companies like Yingliu [15] - Nuclear fusion technology is advancing, with Chinese teams making significant progress, positioning companies like China Uranium Industry as future leaders in energy solutions [16] - Investment strategies should focus on both immediate opportunities in gas turbines and long-term potential in nuclear fusion technologies [16] Group 6: Optical Communication - The optical communication sector is transitioning from 800G to 1.6T technology, significantly increasing the demand for core materials like indium phosphide [17] - Companies that have achieved breakthroughs in domestic production of critical components for optical modules are expected to benefit from industry growth and market share increases [17][21] - Investment in optical communication should align with the dual themes of speed upgrades and domestic substitution [17] Group 7: Macro Variables - The Federal Reserve's recent interest rate cut is expected to create a more favorable liquidity environment for growth-oriented technology stocks, particularly those sensitive to interest rates [18][22] - The anticipated improvement in financing conditions will support technology companies in sectors like commercial aerospace, AI, and robotics that require substantial R&D investments [22] - Investors should focus on identifying companies with real technological barriers and clear growth paths in the evolving landscape of hard technology [23]